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Invesco S&p 500 Equal Weight Etf shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Invesco S&p 500 Equal Weight Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight Etf held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $112k 585 191.45
2025-09-30 $16k 85 188.24
2025-06-30 $15k 85 176.47
2024-12-31 $14k 85 164.71
2024-09-30 $15k 85 176.47
2024-06-30 $13k 85 152.94
2024-03-31 $38k 223 170.40
2023-12-31 $35k 223 156.95
2023-09-30 $31k 223 139.01
2023-06-30 $33k 223 147.98
2023-03-31 $40k 285 140.35
2022-12-31 $36k 285 126.32
2022-09-30 $36k 285 126.32
2022-06-30 $38k 285 133.33
2022-03-31 $45k 285 157.89
2021-12-31 $46k 285 161.40
2021-09-30 $43k 285 150.88
2021-06-30 $43k 285 150.88
2021-03-31 $40k 285 140.35
2020-12-31 $48k 374 128.34
2020-09-30 $40k 374 106.95
2020-06-30 $38k 374 101.60
2020-03-31 $31k 374 82.89

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Invesco S&p 500 Equal Weight Etf

Northwestern Mutual Wealth Management Company
Goldman Sachs Group
UBS Group
Invesco
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
Texas Permanent School Fund
Citadel Advisors
Susquehanna International
Cresset Asset Management
Japan Science & Technology Agency
Raymond James Financial
Farallon Capital Management
Commonwealth of Pennsylvania

View all funds holding Invesco S&p 500 Equal Weight Etf